Licensed Private Client Banker
KeyBank(10 days ago)
West Springfield, MAOnsiteFull TimeSenior$52,000 - $79,230.76Banking and Financial Services
Apply NowAbout this role
A Private Client Banker at KeyBank builds and maintains relationships with clients, providing financial advice and helping clients achieve their financial wellness goals through tailored solutions. The role involves client engagement, referrals, and collaboration with internal partners to deliver banking, investment, and insurance products. The position emphasizes personalized service and financial planning within a banking environment.
Required Skills
- Client Relationship
- Financial Advice
- Sales
- Networking
- Financial Planning
- Investment Strategies
- Customer Service
- Banking
- Digital Platforms
- Referral Development
Qualifications
- High School Diploma or GED
- FINRA License S6
- FINRA License S63
- FINRA SIE
- Life and Health Insurance Licenses
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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